Investments

What you do with your money today will make a difference to how you live your life tomorrow.

But we know that the choices facing you can be overwhelming. You may be someone who has a regular income you want to invest, you may have come into a lump sum, or you may be selling an asset such as your business. However you have made your money, you need to know that when you invest it, it will be the right decision.

That’s where our financial planners come in. We have literally decades of wealth management experience between us advising clients where and how to invest. But before we give any advice, we need to consider your plans and your attitude to risk.

You may be looking at maximising income, maximising growth, or a mix of the two. Whatever outcome you are looking for, as experienced wealth managers we can recommend the most suitable way forward.

We know that for some people ethical considerations are important too. It might mean avoiding investing in sectors such as arms or tobacco. Some investors may want to do more than just exclude certain funds and actively invest in funds that they consider benefit people and the planet. This might mean funds that invest in companies that demonstrate responsible practices, such as treating the workforce well or reducing their impact on the environment.

Or you can go one step further and consider funds that invest in businesses that generate renewable energy, improve energy efficiency or address healthcare needs, for example. Whatever your concerns when it comes to ESG (Environmental, Social and Governance) matters, we will work with you to take into account your values, your attitude to risk and your plans for the future.

We have access to a range of low-cost, fully diversified, risk-rated portfolios. Each portfolio can be made up of a mix of passive or actively managed funds managed by respected fund managers. We monitor all the portfolios to make sure the underlying funds are working for you, and we advise you if we think we may need to make changes.

You’ll also be able to see how your investments are doing via our secure online portal. And you’ll always be able to speak to one of us if you have any questions.

So whether you are an old hand when it comes to investing, or are thinking about dipping your toe in the investment water, do contact us today for a free consultation.